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  1. With the drop down menu for the Supplier , any chance this could start from the letter of the alphabet that the Supplier has defaulted to i.e. we have 3 different restraunts so we have set up 1 for each resturaunt with the resturaunt name at the end . Currently you have to retype the supplier name to start the search . and we do this for several of our suppliers - Hope this makes sense :-)

    1 vote

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    0 comments  ·  Other  ·  Admin →
  2. It would be great to add a button (Funds Received) to the sales section. When uploading invoices, it would be good to select whether the customer paid or not. same like in the cost section. Thank you

    1 vote

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    0 comments  ·  Design  ·  Admin →
  3. 1 vote

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    0 comments  ·  Rules  ·  Admin →
  4. To create a delivery/collection report list.
    At our company we have delivery dockets, which we only need the customer, date of delivery/collection, the product type, and product quantity.

    1 vote

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    0 comments  ·  Other  ·  Admin →
  5. The customer gave feedback that the usage of the account is way more accessible in the 'Dashboard' page as it was before.

    1 vote

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    0 comments  ·  Other  ·  Admin →
  6. 1 vote

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  7. Ability to add a password protection to client accounts - I would like to be able to require a password should i wish to click into one specific client

    1 vote

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    0 comments  ·  client list  ·  Admin →
  8. We would like to be able to have a CSV Line Items format that allows us to customize the order of the Line Items themselves

    1 vote

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    0 comments  ·  CSV Export  ·  Admin →
  9. when one looks after a block of flats say 34 in the block and is dealt by the managing agent -the agent end of month produces a document giving income for say 3 flats and charging 3 management fees on the same document -so 3 rentals income needs to be split as do the managment fees--ideally with out having to split or convert etc

    1 vote

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    0 comments  ·  Extraction  ·  Admin →
  10. Can you request the development team to support accented letters for French transactions in the Bank workspace? It shows as Virement annulé instead of Virement annulé

    1 vote

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    0 comments  ·  Bank  ·  Admin →
  11. 1 vote

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    0 comments  ·  Extraction  ·  Admin →
  12. 1 vote

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    0 comments  ·  Design  ·  Admin →
  13. Please put top and bottom arrows on the right scroll bar, it will make it easier to scroll when searching for an item. The current way is not easy to use and screen always goes back to top.

    1 vote

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    0 comments  ·  Design  ·  Admin →
  14. Fix "Projects" names of the lists and set them to the originals when integrated with ApprovalMax

    1 vote

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  15. It would be helpful if there was a place to separate out the gratuity on a receipt. Those aren't taxed so we have to go in after and adjust the tax amount that Dext calculates. We still want to track that portion of the expense for CC matching, etc.

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
  16. We need an "allow list" option to be able to restrict the email-in usage, because the incoming email address could be discovered or guessed, by anyone

    1 vote

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  17. 1 vote

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    0 comments  ·  Extraction  ·  Admin →
  18. 1 vote

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    0 comments  ·  Other  ·  Admin →
  19. 1 vote

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    0 comments  ·  Other  ·  Admin →
  20. I am exporting transactions for a customer into a CSV file and I can't seem to capture any line items transactions for that customer. The filter doesn't seem to capture any invoices that have that customer listed in the line items. As some of our invoices can contain several customer names, we apply the names in the line items. Is there a way to filter by customer and by line items?

    We are missing a huge amount of invoices for particular customers in our transaction reports for monitoring.

    1 vote

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    0 comments  ·  Line Items  ·  Admin →
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